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Harry Bolton

Joined Jun 28, 2022

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Last activity Jul 24, 2022

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ACTIVITY OVERVIEW

Latest activity by Harry Bolton

Harry Bolton commented,

Community comment Feedback - Sales CRM (Sell)

both @... . We're going to integrate Front.com for appointments and more visibility on this

View comment · Posted Jul 24, 2022 · Harry Bolton

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Harry Bolton created a post,

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UI change to have email/SMS in a dropdown - it ads MORE clicks to perform the action. Software/UI updates should be to create LESS work and more visibility. this is more work, less visibility

not thought through

Posted Jul 24, 2022 · Harry Bolton

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Harry Bolton created a post,

Post Feedback - Sales CRM (Sell)

UI change to have email/SMS in a dropdown - it ads MORE clicks to perform the action. Software/UI updates should be to create LESS work and more visibility. this is more work, less visibility

not thought through

Posted Jul 24, 2022 · Harry Bolton

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Harry Bolton commented,

Community comment Feedback - Sales CRM (Sell)

@... even go high level does this - need people booking appointments into our SDRs calendars and ZD sell can't do it in any capacity

If you have any workarounds it would save my life, but zendesk sell is currently unusable for sales right now

View comment · Posted Jul 20, 2022 · Harry Bolton

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Harry Bolton commented,

Community comment Feedback - Sales CRM (Sell)

@...
Yes! Scheduling appointments between internal sales staff <> cold leads/prospects.
But with an appointment template that includes all shceduling info on the calendar invite, a meeting link for the specific sales rep (one template per rep, per meeting type)

So the template would include:
- meeting link
- description (harry the sales rep will walk you through etc etc etc process)
- meeting summary

Currently have to type all of this out manually

Could be done in 2 clicks. 1. date 2. meeting template
(sales rep assigned in round robin)

View comment · Posted Jul 18, 2022 · Harry Bolton

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Harry Bolton commented,

Community comment Feedback - Sales CRM (Sell)

@... has this been implemented??

View comment · Posted Jul 15, 2022 · Harry Bolton

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Harry Bolton commented,

Community comment Feedback - Sales CRM (Sell)

whatsapp would be great - but booking appointments for sales is definitely more important. difficult to do now currently in sell

View comment · Posted Jul 15, 2022 · Harry Bolton

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Harry Bolton commented,

Community comment Feedback - Sales CRM (Sell)

this one one of the largest pillars of sales- booking sales appointments. very hard to do in sell Agnieszka Czajka

View comment · Posted Jul 15, 2022 · Harry Bolton

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Harry Bolton commented,

Community comment Feedback - Sales CRM (Sell)

1. use filters - they're permanent

2. there is a button for that

View comment · Posted Jul 08, 2022 · Harry Bolton

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Harry Bolton commented,

Community comment Feedback - Sales CRM (Sell)

Maddy Storck Sure thing - we have a very defined (highly revenue-generating) use-case for this in our agency - harry.b@bizfocused.com.au if you want to send any invites

View comment · Posted Jul 07, 2022 · Harry Bolton

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